Life Planning

Starting January 1, 2026, the maximum age of disability onset for ABLE account eligibility will increase from 26 to 46 due to the ABLE Age Adjustment Act.

Appealing an SSI or SSDI denial can be a long and frustrating process, but persistence matters. Many successful claims are approved only after one or more appeals.

While most people say they worried about affording long-term care, few take steps to discuss it with a financial planner.

As boomers live longer, spend more in retirement, and hold onto their homes, many younger adults are discovering that the inheritance they hoped would help level the playing field isn’t coming, or will be far smaller and far later than expected. This widening intergenerational homeownership gap has consequences for Americans on both ends of the spectrum.